Phoenix Financial’s Alteryx Inc AYX Stock Holding History

Phoenix Financial’s Portfolio AYX Stock Details AYX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-1,890	Closed	-$203K	–	441
2020 Q3	$203K	Buy	1,890 +410	+28%	+$55.8K	0.01%	301
2020 Q2	$224K	Buy	+1,480	New	+$192K	0.01%	285

Other funds holding AYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

ACA

Abdiel Capital Advisors New York $52M AUM 13.8% 1-Year Est. Return

Phoenix Financial's AYX Position: Q4 2020 in Review

Phoenix Financial sold out of Alteryx Inc (AYX) in Q4 2020, closing a stake of 1,890 shares — an estimated $203K sold.

Phoenix Financial first reported a position in AYX in Q2 2020 and held it in 2 quarters. The position peaked at $224K in Q2 2020. 383 funds tracked by Wall St. Rank hold AYX as of Q4 2020.

Phoenix Financial reported no remaining Alteryx Inc position as of Q4 2020 after selling out during the quarter.
Phoenix Financial sold 1,890 Alteryx Inc shares in Q4 2020, an estimated $203K.
Phoenix Financial first reported a position in Alteryx Inc in Q2 2020 and held it in 2 quarters.
Phoenix Financial's Alteryx Inc position peaked at $224K in Q2 2020.
383 funds tracked by Wall St. Rank held Alteryx Inc as of Q4 2020.

Based on Phoenix Financial's 13F filing for Q4 2020, filed 11 Feb 2021.